We shipped a batch of Leads improvements (rotting leads, archive reasons, required fields). Have you tried them yet?
Hi everyone, I work as an engineering manager at Pipedrive. My team works on smaller fixes that customers keep asking for, and I'm sharing what we've shipped recently, grouped by area. Last time it was Web Forms. Next up: Leads.
Rotting leads
Leads with no activity or updates for a while now get a red title in the Leads Inbox and a "Rotting" label on the lead detail view. The label goes away as soon as the lead gets a new activity or update.
- Your own threshold: choose how many days without activity before a lead counts as rotting (30 days by default)
- On/off switch: turn the indicator off if it isn't useful for your team
Both are in Settings → Company settings → Leads Inbox.
Archive reasons
Admins can now set up a list of reasons for archiving a lead, and decide whether choosing one is required.
- Single and bulk archive: the reason picker shows up in both, and you can allow a free-text "Other" option
- Visible later: the reason shows on the archived lead and can be edited afterwards
- Reporting: you can filter, group and segment lead reports in Insights by archive reason
Who can archive
Permission sets have two new options, "Archive leads" and "Archive deals". Both are on by default, so nothing changes until an admin switches them off for a group. Users without the permission won't see the archive option.
Required fields on leads
You can now make lead fields required separately from deals, in Settings → Data fields → Leads. This covers lead value, person, organization, expected close date, labels and any custom field. For now, the requirement is enforced in the web app.
Lead detail view
- Summary section: a new section at the top of the lead where you can put lead value, labels, expected close date and custom fields
- More fields you can organise: person and organization fields, including ones like Industry and Website, can now be grouped and reordered like any other field
Bulk actions
You can now edit, archive, unarchive, or delete up to 1,000 leads at once, up from 500.
Time to convert in Insights
Lead reports in Insights can now show how long leads take to turn into deals, as a total or an average.
We'd love your feedback
- Have you tried any of these yet? How did it go?
- Has any of this been useful in your setup, for example replacing a spreadsheet, a custom field workaround or manual cleanup?
- Anything confusing, or not working the way you expected?
Thanks for reading. We'll be following the comments.